See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,747 | $85,7660% | $136,294-37.1% | $70,131+22.3% |
| Participation rate | 82.4% | 74.2%+8.2pp | 81.9%+0.4pp | 69.5%+12.8pp |
| Annual return | 27.08% | 31.45%-4.4pp | 5155.94%-5128.9pp | 73.14%-46.1pp |
| Employer contribution / active EE | $2,790 | $2,966-5.9% | $4,695-40.6% | $2,342+19.1% |
| Participant deferral / active EE | $6,045 | $5,051+19.7% | $6,247-3.2% | $3,332+81.4% |
| Admin fee / account holder | $1,701 | $5,420-68.6% | $9,243-81.6% | $4,645-63.4% |